SMMV ISHARES TR: institutional ownership and insider trading

128 funds reported holding $207M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $6.57M, with 8 new positions and 8 funds selling out.

Famous investors holding SMMV

Largest institutional holders of SMMV

  1. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $56.9M
  2. MERCER GLOBAL ADVISORS INC /ADV — $15.5M
  3. WEALTH MANAGEMENT RESOURCES, INC. — $12.6M
  4. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $11.5M
  5. COMMONWEALTH EQUITY SERVICES, LLC — $7.66M
  6. LPL Financial LLC — $7.07M
  7. ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $5.93M
  8. Brickley Wealth Management — $5.61M
  9. Executive Wealth Management, LLC — $5.11M
  10. Creative Planning — $3.58M

All SMMV 13F holders